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Konstantinos Georje Georgostathis

Vantage Financial Partners, LLC

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About Konstantinos Georje Georgostathis

Konstantinos Georgostathis is an investment advisor representative with Vantage Financial Partners, LLC. Konstantinos has been in the financial services industry since 1993. Konstantinos has a Series 7 and Series 63 license and holds a Certified Financial Planner designation. Konstantinos has experience working with individual investors, high-net-worth individuals, corporations, investment companies, and pension and profit-sharing plans.

Firm Information

Konstantinos Georgostathis is currently registered with Vantage Financial Partners, LLC. Vantage Financial Partners, LLC is an investment advisor registered with the SEC and located in Elm Grove, WI. They manage approximately $612 million in assets for 4,115 clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and investment companies. The firm offers financial planning, portfolio management for individuals and businesses, and other advisory services.
Vantage Financial Partners, LLC

13230 WATERTOWN PLANK ROAD

ELM GROVE, WI 53122

$612.11M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Konstantinos Georgostathis’s Registration & Firm History

WI

03/06/2023 - Present

Vantage Financial Partners, LLC (ELM GROVE WI)

OH

12/03/2018 - 03/09/2023

AMERIPRISE FINANCIAL SERVICES, LLC (Cincinnati OH)

KY

01/12/2000 - 06/11/2018

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

OH

10/14/1996 - 06/18/1998

PROVIDENT SECURITIES & INVESTMENT COMPANY (COLUMBUS OH)

FL

12/16/1993 - 10/18/1994

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 02/24/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/11/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Konstantinos Georje Georgostathis. Review regulatory record here.
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